Next Capital Management LLC Schwab Strategic Tr Us Small C Transaction History
Next Capital Management LLC
- $242 Million
- Q3 2024
A detailed history of Next Capital Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Next Capital Management LLC holds 61,426 shares of SCHA stock, worth $1.65 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
61,426
Previous 60,056
2.28%
Holding current value
$1.65 Million
Previous $2.85 Million
11.02%
% of portfolio
1.31%
Previous 1.21%
Shares
24 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio